Retirement plan

BIG COUNTRY CASA 401(K) PLAN

Name: BIG COUNTRY CASA - BIG COUNTRY CASA 401(K) PLAN (2024) Form 5500
Creator: BIG COUNTRY CASA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BIG COUNTRY CASA 401(K) PLAN, BIG COUNTRY CASA

BIG COUNTRY CASAEIN 47-4607273Plan #001PY 2024

400 OAK ST STE 213 - ABILENE, TX 79602325-677-6448

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$89K

+61.6% from 2023

Total participants

+23.1% from 2023

Average account balance

$6,389

+50.0% from 2023

Annual return

17.91%

+8.37 pp from 2023

Benchmarks

See 49,870 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,870 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$89K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$6K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$31K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.91%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$469

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2J3D

Plan features

2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$7K

$469 / participant

Other / not subdivided$7K100.0%

% of EOY assets

7.340%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$6,389

$88,815-92.8%

$81,882-92.2%

$145,897-95.6%

Participation rate

85.7%

75.1%+10.6pp

72.4%+13.3pp

80.3%+5.4pp

Annual return

17.91%

1033.75%-1015.8pp

779.47%-761.6pp

552.29%-534.4pp

Employer contribution / active EE

$1,033

$3,086-66.5%

$2,916-64.6%

$4,663-77.8%

Participant deferral / active EE

$1,161

$4,647-75.0%

$4,323-73.2%

$6,689-82.7%

Admin fee / account holder

$469

$8,434-94.4%

$7,360-93.6%

$13,390-96.5%

BIG COUNTRY CASA 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BIG COUNTRY CASA 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion